The Debrief Notes provides a user the ability to evaluate the information gathered in the call upon completion in one easy form. It should be used as a guide for any Red Flags that appeared during the call.
Each question/statement area has a free-form text box for information. Additionally, the Debrief Notes may also be printed to review with a coach or manager to define the next steps for moving the deal forward.
Click on Debrief icon to open the dialog window.
Click into the white section under each question to enter free-from text. When you have input or edited the field as appropriate, select "Done: to save any changes and close.
Fig. 27, Debrief Notes
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